401k Plan data: PRODUCTION WORKERS UNION LOCAL 148 ANNUITY FUND plan

PRODUCTION WORKERS UNION LOCAL 148 ANNUITY FUND 401k Plan overview

Plan Name	PRODUCTION WORKERS UNION LOCAL 148 ANNUITY FUND
Plan identification number	001

PRODUCTION WORKERS UNION LOCAL 148 ANNUITY FUND Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit) Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

PRODUCTION WORKERS UNION LOCAL 148 ANNUI BOARD OF TRUSTEES- PRODUCTION has sponsored the creation of one or more 401k plans.

Company Name: PRODUCTION WORKERS UNION LOCAL 148 ANNUI BOARD OF TRUSTEES- PRODUCTION

Employer identification number (EIN): 203347837

NAIC Classification: 525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRODUCTION WORKERS UNION LOCAL 148 ANNUITY FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 JOSEPH GIOVINCO
001 2012-01-01 JOSEPH GIOVINCO
001 2011-01-01 FRANK OLVERA
001 2010-01-01 STEPHEN ARENA
001 2009-01-01 STEPHEN ARENA

Plan id#	Filing Submission Date	Name of Administrator
001	2013-01-01	JOSEPH GIOVINCO
001	2012-01-01	JOSEPH GIOVINCO
001	2011-01-01	FRANK OLVERA
001	2010-01-01	STEPHEN ARENA
001	2009-01-01	STEPHEN ARENA

Plan Statistics for PRODUCTION WORKERS UNION LOCAL 148 ANNUITY FUND

401k plan membership statisitcs for PRODUCTION WORKERS UNION LOCAL 148 ANNUITY FUND

Measure Date Value
2013: PRODUCTION WORKERS UNION LOCAL 148 ANNUITY FUND 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 4
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
Number of employers contributing to the scheme 2013-01-01 2
2012: PRODUCTION WORKERS UNION LOCAL 148 ANNUITY FUND 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
Number of employers contributing to the scheme 2012-01-01 2
2011: PRODUCTION WORKERS UNION LOCAL 148 ANNUITY FUND 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
Number of employers contributing to the scheme 2011-01-01 2
2010: PRODUCTION WORKERS UNION LOCAL 148 ANNUITY FUND 2010 401k membership
Total participants, beginning-of-year 2010-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 5
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 5
Number of participants with account balances 2010-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
Number of employers contributing to the scheme 2010-01-01 2
2009: PRODUCTION WORKERS UNION LOCAL 148 ANNUITY FUND 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
Number of employers contributing to the scheme 2009-01-01 2

Measure	Date	Value
2013: PRODUCTION WORKERS UNION LOCAL 148 ANNUITY FUND 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	4
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
Number of employers contributing to the scheme	2013-01-01	2
2012: PRODUCTION WORKERS UNION LOCAL 148 ANNUITY FUND 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
Number of employers contributing to the scheme	2012-01-01	2
2011: PRODUCTION WORKERS UNION LOCAL 148 ANNUITY FUND 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
Number of employers contributing to the scheme	2011-01-01	2
2010: PRODUCTION WORKERS UNION LOCAL 148 ANNUITY FUND 2010 401k membership
Total participants, beginning-of-year	2010-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	5
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	5
Number of participants with account balances	2010-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
Number of employers contributing to the scheme	2010-01-01	2
2009: PRODUCTION WORKERS UNION LOCAL 148 ANNUITY FUND 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
Number of employers contributing to the scheme	2009-01-01	2

Financial Data on PRODUCTION WORKERS UNION LOCAL 148 ANNUITY FUND

Measure	Date	Value
2013 : PRODUCTION WORKERS UNION LOCAL 148 ANNUITY FUND 2013 401k financial data
Total income from all sources	2013-12-31	$96,563
Total plan assets at end of year	2013-12-31	$608,840
Total plan assets at beginning of year	2013-12-31	$512,277
Value of fidelity bond covering the plan	2013-12-31	$260,000
Other income received	2013-12-31	$84,485
Net income (gross income less expenses)	2013-12-31	$96,563
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$608,840
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$512,277
Total contributions received or receivable from employer(s)	2013-12-31	$12,078
2012 : PRODUCTION WORKERS UNION LOCAL 148 ANNUITY FUND 2012 401k financial data
Total income from all sources	2012-12-31	$128,654
Expenses. Total of all expenses incurred	2012-12-31	$183,905
Benefits paid (including direct rollovers)	2012-12-31	$182,640
Total plan assets at end of year	2012-12-31	$512,274
Total plan assets at beginning of year	2012-12-31	$567,525
Other income received	2012-12-31	$47,500
Net income (gross income less expenses)	2012-12-31	$-55,251
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$512,274
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$567,525
Total contributions received or receivable from employer(s)	2012-12-31	$81,154
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$1,265
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$81,154
Amount contributed by the employer to the plan for this plan year	2012-12-31	$81,154
2011 : PRODUCTION WORKERS UNION LOCAL 148 ANNUITY FUND 2011 401k financial data
Total income from all sources	2011-12-31	$65,545
Expenses. Total of all expenses incurred	2011-12-31	$1,265
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$567,525
Total plan assets at beginning of year	2011-12-31	$503,245
Value of fidelity bond covering the plan	2011-12-31	$25,000
Other income received	2011-12-31	$-24,551
Net income (gross income less expenses)	2011-12-31	$64,280
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$567,525
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$503,245
Total contributions received or receivable from employer(s)	2011-12-31	$90,096
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,265
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$90,096
Amount contributed by the employer to the plan for this plan year	2011-12-31	$90,096
2010 : PRODUCTION WORKERS UNION LOCAL 148 ANNUITY FUND 2010 401k financial data
Total income from all sources	2010-12-31	$132,241
Expenses. Total of all expenses incurred	2010-12-31	$47,176
Benefits paid (including direct rollovers)	2010-12-31	$45,881
Total plan assets at end of year	2010-12-31	$503,245
Total plan assets at beginning of year	2010-12-31	$418,180
Value of fidelity bond covering the plan	2010-12-31	$25,000
Other income received	2010-12-31	$19,321
Net income (gross income less expenses)	2010-12-31	$85,065
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$503,245
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$418,180
Total contributions received or receivable from employer(s)	2010-12-31	$112,920
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1,295
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$112,920
Amount contributed by the employer to the plan for this plan year	2010-12-31	$112,920
2009 : PRODUCTION WORKERS UNION LOCAL 148 ANNUITY FUND 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$114,057
Amount contributed by the employer to the plan for this plan year	2009-12-31	$114,057

Form 5500 Responses for PRODUCTION WORKERS UNION LOCAL 148 ANNUITY FUND

2013: PRODUCTION WORKERS UNION LOCAL 148 ANNUITY FUND 2013 form 5500 responses
2013-01-01	Type of plan entity	Multi-employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PRODUCTION WORKERS UNION LOCAL 148 ANNUITY FUND 2012 form 5500 responses
2012-01-01	Type of plan entity	Multi-employer plan
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PRODUCTION WORKERS UNION LOCAL 148 ANNUITY FUND 2011 form 5500 responses
2011-01-01	Type of plan entity	Multi-employer plan
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: PRODUCTION WORKERS UNION LOCAL 148 ANNUITY FUND 2010 form 5500 responses
2010-01-01	Type of plan entity	Multi-employer plan
2010-01-01	Plan is a collectively bargained plan	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: PRODUCTION WORKERS UNION LOCAL 148 ANNUITY FUND 2009 form 5500 responses
2009-01-01	Type of plan entity	Multi-employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PRODUCTION WORKERS UNION LOCAL 148 ANNUI BOARD OF TRUSTEES- PRODUCTION
Employer identification number (EIN):	203347837
NAIC Classification:	525100
NAIC Description:	Insurance and Employee Benefit Funds